Integrate Zoho ERP with Zoho Mail

Zoho ERP integrated with Zoho Mail ensures that all email conversations between you and your contacts are accessible within your Zoho ERP organization. With this integration in place, you can be assured that important emails from your contacts are tracked centrally and never go unnoticed.

Benefits of the Integration

All emails between your contact and you are available within Zoho ERP itself.
Attach documents from emails to your documents tab and transactions (invoices/quotes).
View all the previous mail activity pertaining to an invoice/quote in the comments.

Prerequisite:

An email account in Zoho Mail.

Integrating with Zoho Mail

To integrate your Zoho ERP organization with your Zoho Mail account:

Go to Settings on the top right.
Navigate to Extension and Developer Data section.
Select Zoho Apps under Integrations & Marketplace.
On the Zoho Apps page, click Connect next to Zoho Mail.
Confirm this by clicking Enable Integration in the pop-up.

Alternatively, you can also:

Go to Sales in the left sidebar in Zoho ERP.
Select Customers in the module bar at the top.
Select a customer whose mails you want to fetch from Zoho Mail.
Go to the Mails tab and click Link Email Account.
Click Zoho Mail from the dropdown.
Click Enable Integration in the Zoho Mail Integration pop-up.

Zoho Mail will now be integrated with Zoho ERP.

Viewing the Mail Activity

Once you have integrated with Zoho Mail, you can view the mails between your contact and you. To view the mails:

Go to Sales in the left sidebar in Zoho ERP.
Select Customers in the module bar at the top.
Select a particular customer and click the Mails tab in the customer details page.
Click System Mails and select your Zoho Mail.

The mail activity between your customer and you will now be visible.

Adding Mails as Comments

The comments section in a transaction displays any updates made to a particular transaction for internal reference. When you have enabled the Zoho Mail integration, you will be able to associate an email to an invoice/quote and view them in the comments section. To do this:

Go to Sales in the left sidebar in Zoho ERP.
Select Customers in the module bar at the top.
Select a particular customer and click the Mails tab in the customer details page.
Select a particular mail.
Click the Add mail to dropdown and select either Quote or Invoice to which you’d like to add it as a comment.
Go to Customer Activity to add it as a Comment in the customer’s Overview tab.

Managing Attachments from Mails

The attachments that you receive from your mails can be added to your documents or can be attached to a quote or invoice for the customer’s reference. To do this:

Go to Sales in the left sidebar in Zoho ERP.
Select Customers in the module bar at the top.
Select a particular customer and navigate to the Mails tab.
Click the Add mail to dropdown to add the attachments to your quotes or invoices.

You will now be able to create new invoices along with the attachments from the mail.

Click the paperclip icon and select Add mail attachments to contact to add it to the customer’s documents.

Disabling the Integration

When you no longer want to fetch the mails, you can choose to disable the integration. To disable:

Go to Settings on the top right.
Navigate to Extension and Developer Data section.
Select Zoho Apps under Integrations & Marketplace.
On the Other Apps page, click Disable next to Zoho Mail.

The integration will be disabled.